ORG Wealth Partners
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ORG Wealth Partners’s Western Asset Managed Municipals Fund MMU Stock Holding History

ORG Wealth Partners’s Portfolio MMU Stock Details MMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.5K Hold
1,626
– – ﹤0.01% 635
2026
Q2 		$16.9K Hold
1,626
– – ﹤0.01% 464
2026
Q1 		$16.7K Hold
1,626
– – ﹤0.01% 442
2025
Q4 		$17K Hold
1,626
– – ﹤0.01% 429
2025
Q3 		$16.8K Hold
1,626
– – ﹤0.01% 423
2025
Q2 		$16.2K Hold
1,626
– – ﹤0.01% 453
2025
Q1 		$16.8K Hold
1,626
– – 0.01% 474
2024
Q4 		$16.6K Hold
1,626
– – 0.01% 351
2024
Q3 		$17.6K Buy
+1,626
New +$17.3K 0.01% 344

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Westview Investment Advisors
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HighTower Advisors
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UBS Group
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Park Avenue Securities
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B.A. Schrock Wealth Management
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ORG Wealth Partners's MMU Position: Q3 2026 in Review

ORG Wealth Partners held its Western Asset Managed Municipals Fund (MMU) position steady in Q3 2026 at 1,626 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

ORG Wealth Partners first reported a position in MMU in Q3 2024 and has held it in 9 quarters since. The position peaked at $17.6K in Q3 2024. 68 funds tracked by Wall St. Rank hold MMU as of Q3 2026.

  • ORG Wealth Partners held 1,626 shares of Western Asset Managed Municipals Fund worth $14.5K as of Q3 2026.
  • ORG Wealth Partners left its Western Asset Managed Municipals Fund share count unchanged in Q3 2026.
  • Western Asset Managed Municipals Fund made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #635 holding.
  • ORG Wealth Partners first reported a position in Western Asset Managed Municipals Fund in Q3 2024 and has held it in 9 quarters since.
  • ORG Wealth Partners's Western Asset Managed Municipals Fund position peaked at $17.6K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.